MLFP

MPS Loria Financial Planners Portfolio holdings

AUM $376M
1-Year Est. Return 14.8%
This Quarter Est. Return
1 Year Est. Return
+14.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$13.4M
3
+$12.1M
4
AMLP icon
Alerian MLP ETF
AMLP
+$11.4M
5
ITW icon
Illinois Tool Works
ITW
+$6.74M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.09%
2 Industrials 6.69%
3 Healthcare 5.33%
4 Financials 4.17%
5 Consumer Staples 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$6K ﹤0.01%
+500
327
$6K ﹤0.01%
+366
328
$5K ﹤0.01%
+244
329
$5K ﹤0.01%
+1,200
330
$5K ﹤0.01%
+146
331
$5K ﹤0.01%
+3
332
$5K ﹤0.01%
+177
333
$4K ﹤0.01%
+296
334
$4K ﹤0.01%
+760
335
$4K ﹤0.01%
+245
336
$4K ﹤0.01%
+175
337
$4K ﹤0.01%
+23
338
$4K ﹤0.01%
+43
339
$4K ﹤0.01%
+100
340
$3K ﹤0.01%
+146
341
$3K ﹤0.01%
+31
342
$3K ﹤0.01%
+100
343
$3K ﹤0.01%
+100
344
$3K ﹤0.01%
+125
345
$3K ﹤0.01%
+53
346
$3K ﹤0.01%
+47
347
$3K ﹤0.01%
+200
348
$3K ﹤0.01%
+44
349
$3K ﹤0.01%
+48
350
$3K ﹤0.01%
+295
12 13
14
15 16